Topic: Investing Thesis
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General
How Should Investors Know When To Sell?
Knowing when to sell stocks is an essential part of successful investing. In this article, we will discuss how investors can determine when to sell their stocks.17th Apr, 2023
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General
What underpins an investing thesis? + We uncover Danimer Scientific (NYSE: DNMR)
We’ve been reconsidering what makes up an investment thesis? So we discuss the two fundamental components of a thesis - a short-term catalyst or a long-term trend. Ren proposes two new elements to consider as well - exceptional management & a sustainable competitive advantage.13 March
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Building a thesis: Warner Bros Discovery
With the Equity Mates Office discussion in over-drive about House of the Dragon and Rings of Power this week, it got us thinking about Warner Bros Discovery.12 September
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Investment thesis for Disney
On today’s episode, Maddy shares her tips and tricks for finding a good investment. One of our favourite investing quotes is ‘know what you own and know why you own it’. That’s where an investment thesis comes in! And it doesn’t have to be tricky… Today Maddy shows you how, by building up an investment thesis for Disney (NYSE: DIS), whilst Sophie tries her best to pull it apart.1 March
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#1 Money goals | Investing convos every millennial should have
We are always told about how important it is to have an investing goal, but what is really the point? And what should we do if we’re struggling to form one? Sophie and Maddy share their short term, medium term, and long term goals, and discuss the strategies they use successfully to keep themselves on track (most of the time).21 December
Sponsored by Superhero
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How to record & track an investment thesis | Building a Thesis | Part 2
In this second installment of our three part series on building a thesis, Bryce and Alec talk about how to track your thesis, how often to revisit it, and how to understand when your thesis is broken. They look at how developing a good thesis can help you avoid mistakes and issues, and then talk through a few examples that we can all learn from.16 Dec, 2021
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Mastering the Art of Investing Thesis Writing
In the past two episodes Bryce and Alec have explained what 'is' a thesis, and why it makes an important tool within your investing journey. They discussed how to record your thesis, when to review it ... and what to do if its broken. In this episode we’re going to put it all together and understand the ingredients that go into a thesis. Because a thesis is like a recipe - you don’t want to go too heavy on one ingredient. If you understand the company really well, but don’t understand the competitors, you could make the wrong investing decision.2 November
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Investment Thesis Tracking: Tips and Tricks for Success
In this second installment of our three part series on building a thesis, Bryce and Alec talk about how to track your thesis, how often to revisit it, and how to understand when your thesis is broken. They look at how developing a good thesis can help you avoid mistakes and issues, and then talk through a few examples that we can all learn from.26 October
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How to Develop an Investing Thesis That Works for You
In the first of this three part series, Bryce and Alec talk about… well exactly what is a thesis, and why it does matter. They look at how developing a good thesis can help you avoid mistakes and issues, and then talk through a couple of examples that we can all learn from.19 October
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How to form & test an investment thesis | w/ Julia Weng
Episode #115 of Equity Mates on AusBiz TV28 Sep, 2021
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Is this company a good investment? | How to build an investment thesis
It's the age-old question when it comes to investing... How do you find a good investment? Just what makes a company good, and what happens if a good company has some bad news? Today's episode is inspired by a question asked by a YIGC community member in our YIGC Facebook Discussion group: how do you build an investing thesis? To workshop it through and demonstrate it for everyone, we've done you the favour of doing it ourselves! Join us as Sophie presents her case for investing in Sonos, and Maddy tries her best to tear it apart!2 August